LFA
Legacy Financial Advisors Portfolio holdings
AUM
$723M
1-Year Est. Return
21.93%
This Fund
S&P 500
1 Year Est. Return
+21.93%
AUM
$723M
AUM Growth
-$2.96M
(-0.41%)
Holding
461
Top Buys
| 1 | +$1.55M | |
| 2 | +$1.29M | |
| 3 | +$1.25M | |
| 4 |
FISV
Fiserv Inc
FISV
|
+$1.23M |
| 5 |
Procter & Gamble
PG
|
+$1.06M |
Top Sells
| 1 | +$7.4M | |
| 2 | +$2.66M | |
| 3 | +$1.93M | |
| 4 |
Optical Cable Corp
OCC
|
+$1.66M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.5M |
Sector Composition
| 1 | Technology | 15.83% |
| 2 | Financials | 10.07% |
| 3 | Consumer Discretionary | 5.51% |
| 4 | Communication Services | 5.26% |
| 5 | Industrials | 5.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
Shell
SHEL
$246B
| – | – |
-15,494
|
|
||
452
Sumitomo Mitsui Financial
SMFG
$135B
| – | – |
-15,912
|
|
||
453
Sanofi
SNY
$115B
| – | – |
-6,143
|
|
||
454
Sony
SONY
$127B
| – | – |
-37,772
|
|
||
455
Simon Property Group
SPG
$67.4B
| – | – |
-2,807
|
|
||
456
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$33.3B
| – | – |
-5,076
|
|
||
457
Trip.com Group
TCOM
$36B
| – | – |
-3,414
|
|
||
458
Toyota
TM
$281B
| – | – |
-5,268
|
|
||
459
TSMC
TSM
$1.9T
| – | – |
-9,507
|
|
||
460
Trade Desk
TTD
$11.3B
| – | – |
-5,281
|
|
||
461
Unilever
UL
$127B
| – | – |
-13,234
|
|